Vision Introducer has built up significant expertise and experience through successfully tracing forgotten pension funds and then transferring their funds to enhance the pension pots of many clients.
According to Vision Introducer’s director, Tom Hughes, brokers and intermediaries have a great opportunity to provide the client with a specialist pension service and at the same time open up a new income stream as well.
He said, “Intermediaries who specialise in mortgages and protection are still finding their feet after a difficult couple of years with a reduction in products and lenders tightening their criteria. Brokers’ most valuable asset, their client bank, has been and is vulnerable to other adviser firms who can provide pension and other regulated financial advice.
“With our new service, brokers can now offer outsourced pensions advice, keeping their client relationship, leaving them in the best position to offer them finance and protection facilities when they are needed in the future.
“We are offering mortgage brokers and introducers a free pension review service for all their clients, providing an opportunity to keep in contact with their customers, to help to maintain a valuable and profitable relationship over the longer term.”
